See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $638,990 | $126,574+404.8% | $106,213+501.6% | $145,922+337.9% |
| Participation rate | 83.3% | 77.6%+5.7pp | 75.3%+8.1pp | 80.3%+3.1pp |
| Annual return | 13.52% | 224.79%-211.3pp | 116.14%-102.6pp | 561.29%-547.8pp |
| Employer contribution / active EE | $1,569 | $3,730-57.9% | $3,171-50.5% | $4,660-66.3% |
| Participant deferral / active EE | $2,876 | $5,724-49.8% | $5,016-42.7% | $6,688-57.0% |
| Admin fee / account holder | $34,514 | $17,304+99.5% | $11,033+212.8% | $13,397+157.6% |